DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dennis Lewis Schlegel | Edison, Nj | Jun 27, 2023 | Jun 26, 2023 |
| Michael Soroko | Holmdel, Nj | Jun 28, 2023 | Jun 26, 2023 |
| Zachary D Zenda | Holmdel, Nj | Jun 29, 2023 | Jun 26, 2023 |
The rule
- Registrations ended
- Jun 27, 2023 to Jun 29, 2023
- Registered next
- Jun 26, 2023
- Branch state
- NJ
- Cities
- 2, most in Holmdel, Nj
- Registered there that day
- 4,213 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape